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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Participant... | $620 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Trustee (directed); Sh... | $342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,109 | $44,059-88.4% | $71,671-92.9% | $69,631-92.7% |
| Participation rate | 6.3% | 60.8%-54.5pp | 68.7%-62.5pp | 70.7%-64.4pp |
| Annual return | 10.66% | 21.97%-11.3pp | 20.65%-10.0pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $39 | $2,370-98.3% | $3,438-98.9% | $3,224-98.8% |
| Admin fee / account holder | $7 | $108-93.6% | $5,558-99.9% | $110-93.8% |